Alexander Forbes Group - Job Vacancy as Call Centre Agent 2022

 Closing Date

Applications for (Alexander Forbes Group - Job Vacancy as Call Centre Agent 2022) must be submitted before the closing date on (2021-11-26)

Please really application attention to the completeness of the application that will be sent to the selection committee is complete according to the requirements that have been set, in order to allow candidates to get the opportunity with what was expected.

About :

Recruiter: Alexander Forbes Group 

AA/EE: Not Applicable

Contract: Permanent

Location: Sandton 

Available: ASAP

Category: Banking / Finance And Investment 

Offer: Market Related


In the role of Walk in Centre Consultant you will be responsible for walk in client contact. Ensuring that the highest level of Client Service is provided to all clients.

Registration Instructions :

( How To Apply Alexander Forbes Group - Job Vacancy as Call Centre Agent 2022

It is recommended for those of you who want to register to really application attention to the requirements that have been determined, in order to get a better chance.

Eligibility Criteria :

Minimum Requirements...

Formal Qualifications

  • Proficiency with Microsoft Office Suite
  • Matric/ Grade 12
  • Finance or investment industry experience will be an added advantage​
  • COP – Retirement Funds

Required Experience

  • Ability to communicate effectively with clients and employees
  • Skill in handling complaints
  • Ability to communicate fluently (verbal and written) in both English, Afrikaans and two African language
  • The consultant should be an effective communicator and troubleshooter, enthusiastic, self-motivated, adaptable, able to complete assigned tasks, and must possess a strong sense of responsibility. The ability to be diplomatic is essential because this is a customer service position.
  • 2 years of solid experience in a client servicing environment dealing with clients  face to face

Job Specification...

Key Perfomance Area:

Ensure client satisfaction 100% of the time:

  • First impressions matter and it is your job as a walk in centre consultant to be courteous to clients and create a good first impression.
  • Ensuring all services meet the customer's needs
  • Liaise with administrators should you need to resolve the query on FCR
  • Ensure internal telephone calls are answered in an efficient manner, ensuring a professional approach at all times​


  • Accurate capturing of walk in centre member records as per call centre capturing standards
  • Ensure all documentation scanned and captured onto CRM
  • Ensure all documentation sent via email to the administrator using the fund distribution list (soft copy)
  • Ensure all documentation handed to back office within 8hrs (hard copies) via internal mail
  • Ensure greeting and closure of contact are used according to the protocol document
  • Ensure not on Non ACD status
  • Ensure available on CIC for 7hrs
  • Quality of service delivery and communication provided to internal and external clients
  • Escalations to team leader/ manager to be Validated
  • Ensures all unnecessary paper work is filed away
  • Ensure average handling time should not exceed 15 minutes
  • Build and establish relationships at all levels with internal departments, so as to ensure that timeous resolutions are found to any problems that might arise
  • Database updates and information maintenance​

You are welcome to submit possible applications. Remember, you really must first apply the requirements (Alexander Forbes Group - Job Vacancy as Call Centre Agent 2022). This variable will determine whether you are a viable candidate or not. Please see the qualification conditions provided below if you wish to double-check your credentials. it will be great if you complete everything in the following list if you want to stand a chance of passing your selection.

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